CSIA
FGP

Charles Schwab Investment Advisory’s Ferrellgas Partners, L.P. FGP Stock Holding History

Charles Schwab Investment Advisory’s Portfolio FGP Stock Details FGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-10,000
Closed -$10K – 187
2019
Q2 		$10K Buy
+10,000
New +$11.8K ﹤0.01% 177

Other funds holding FGP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Charles Schwab Investment Advisory's FGP Position: Q3 2019 in Review

Charles Schwab Investment Advisory sold out of Ferrellgas Partners, L.P. (FGP) in Q3 2019, closing a stake of 10,000 shares — an estimated $10K sold.

Charles Schwab Investment Advisory first reported a position in FGP in Q2 2019 and held it in 1 quarter. The position peaked at $10K in Q2 2019. 56 funds tracked by Wall St. Rank hold FGP as of Q3 2019.

  • Charles Schwab Investment Advisory reported no remaining Ferrellgas Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • Charles Schwab Investment Advisory sold 10,000 Ferrellgas Partners, L.P. shares in Q3 2019, an estimated $10K.
  • Charles Schwab Investment Advisory first reported a position in Ferrellgas Partners, L.P. in Q2 2019 and held it in 1 quarter.
  • Charles Schwab Investment Advisory's Ferrellgas Partners, L.P. position peaked at $10K in Q2 2019.
  • 56 funds tracked by Wall St. Rank held Ferrellgas Partners, L.P. as of Q3 2019.

Based on Charles Schwab Investment Advisory's 13F filing for Q3 2019, filed 14 Nov 2019.